Institutional Holders (2026 Q3)
39 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SELV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Diversified Enterprises, LLC | 2.37% | 1,519,875 | $51.3M |
| 2 | Chatterton & Associates Inc. | 1.46% | 94,871 | $3.2M |
| 3 | K2 Financial Inc. | 0.56% | 22,940 | $800K |
| 4 | Foundry Financial Group, Inc. | 0.20% | 14,293 | $482K |
| 5 | Summit Wealth Group LLC / Co | 0.13% | 59,353 | $2.0M |
| 6 | Meriwether Wealth & Planning, LLC | 0.12% | 8,100 | $273K |
| 7 | Petra Financial Advisors Inc | 0.11% | 6,740 | $227K |
| 8 | FAI Advisors, Inc. | 0.09% | 6,890 | $201K |
| 9 | Sei Investments Co | 0.08% | 2,703,655 | $91.2M |
| 10 | Stewardship Advisors, LLC | 0.06% | 9,060 | $306K |
| 11 | Geneos Wealth Management Inc. | 0.03% | 52,520 | $1.8M |
| 12 | WPG Advisers, LLC | 0.02% | 1,145 | $39K |
| 13 | Cape Investment Advisory, Inc. | 0.02% | 1,828 | $62K |
| 14 | Rossby Financial, LCC | 0.01% | 1,146 | $39K |
| 15 | Sunrise Financial Services, LLC | 0.01% | 300 | $10K |
| 16 | Silver Grove Financial Group, Inc. | 0.00% | 236 | $8K |
| 17 | Principal Securities, INC. | 0.00% | 8,357 | $282K |
| 18 | Merit Financial Group, LLC | 0.00% | 17,351 | $585K |
| 19 | Truist Financial Corp | 0.00% | 65,214 | $2.2M |
| 20 | Global Retirement Partners, LLC | 0.00% | 4,680 | $158K |
| 21 | Wealth Enhancement Advisory Services, LLC | 0.00% | 40,326 | $1.4M |
| 22 | NewEdge Advisors, LLC | 0.00% | 17,845 | $602K |
| 23 | Osaic Holdings, INC. | 0.00% | 10,022 | $338K |
| 24 | Horizon Financial Services, LLC | 0.00% | 27 | — |
| 25 | Cetera Investment Advisers | 0.00% | 7,388 | $249K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|